Skip to content
Contact us
  • There are no suggestions because the search field is empty.

How to set up automatic payments

Learn how to enable, manage, and disable automatic payments for your Office Puzzle subscription in under a minute from your agency dashboard.

What is auto-payment?

Auto-payment removes the need to manually log in and pay each invoice. Once enabled, Office Puzzle will automatically charge your selected payment method on your billing date. You’ll receive a reminder email before every charge so you’re never surprised.

It’s completely optional. You can turn it on, switch payment methods, or disable it at any time.

Before you start

Make sure you have:

  • Admin access to your Agency Dashboard
  • At least one active payment method on file

How to enable auto-pay

Step 1: Go to Payment Methods
  1. Log in to your Agency Dashboard.
  2. Scroll down, click Invoices, then select Payment Methods.
Step 2: Select your payment method

  1. Click the card you want to use for auto-payment.

  2. In the card detail panel, check the box labelled “Set as default method for autopay.”

  3. Click Save.

A disclaimer will appear confirming that Office Puzzle will automatically charge this payment method for invoices when they become due. You can disable automatic payments at any time. Click Continue to confirm.

Step 3: Review the warning (if you have past-due invoices)

If your account has any outstanding past-due invoices, a warning will appear before auto-pay is activated:

"By enabling automatic payments, you authorize Office Puzzle to charge this payment method for all outstanding past-due invoices immediately." The total amount due will be shown. Future invoices will be charged automatically on their due date.

  1. Review the total amount shown.
  2. Click Continue to activate auto-pay and process any past-due invoices immediately.
  3. Click Cancel if you want to exit without enabling auto-pay.
Step 4: Confirm success

You’ll see a green “Success” confirmation showing the number of invoices charged and the total amount. The auto-pay badge will appear on your payment method card.

How to manage or disable auto-pay

You can update or turn off auto-pay at any time:

  1. Go to Agency Dashboard > Invoices > Payment Methods.
  2. Click your auto-pay payment method (marked with an “Autopay” badge).
  3. To switch cards: check “Set as default method for autopay” on a different card and save.
  4. To disable: uncheck the “Set as default method for autopay” box and save.

Frequently asked questions

Will I be charged immediately when I turn on auto-pay?
  • Only if you have outstanding past-due invoices. The warning dialog will show you the exact amount before you confirm. Future invoices are charged on their due date.
Can I use a different card for auto-pay than my default payment method?
  • Yes. Auto-pay uses whichever card you designate as the “default method for autopay” — this can be different from your default payment method.
Will I get a heads-up before each charge?
  • Yes. Office Puzzle sends a reminder email before each automatic payment is processed.
What happens if my card is declined?
  • You’ll receive a notification to update your payment method. Your account will not be suspended immediately. Contact support@officepuzzle.com if you need help.
Who can turn on auto-pay?
  • Only agency admins have access to the Payment Methods section. If you don’t see it, contact your account admin.